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Fee3 modules2 tools0 controlled examples1 document routes

Upfront load

A one-time sales charge or placement cost that reduces the amount of client capital invested at the start.

Why it matters

A load can create a performance gap before recurring fund costs or market returns begin compounding.

What this means on AltHarbor

Use the Share Class Cost Comparator when a fund offers loaded, clean, and advisory share classes.

Product-page application

Use this when reviewing upfront load, invested capital, share class as mechanic fields. Product surfaces apply the same vocabulary to real fund facts.

Source checklist
  • Confirm whether the load is charged to the client or waived by platform.
  • Calculate invested capital after the upfront charge.
  • Compare loaded and clean classes before using return tables.
Tooltip / inline use

Confirm whether the load is charged to the client or waived by platform.

Apply this concept

Definition to source check to tool and advisor language.

ToolShare Class Cost Comparator

Make share-class selection visible before advisors compare net performance.

LiveAdvisor outputCheck the selected class before comparing performance

Use before comparing performance, yield, or peer rankings across classes or products.

Prospectus checks

Reference graph packet

One concept entry now routes to the full Learn system.

3Modules
2Tools
0Wrappers
0Examples
1Outputs
ToolShare Class Cost Comparator

Make share-class selection visible before advisors compare net performance.

LiveToolFiling Trail Decoder

Route an advisor from a product question to the document type most likely to prove it.

LiveAdvisor outputCheck the selected class before comparing performance

Use before comparing performance, yield, or peer rankings across classes or products.

Prospectus checksModuleFees: What You Actually Pay in Semi-Liquid Alternative Funds

A plain-English map of management fees, incentive fees, loads, trail fees, leverage costs, and total expense ratios.

FeesModuleAccess and Distribution: How to Actually Get Into These Funds

Eligibility tiers, platform channels, share classes, minimums, and the practical path from interest to subscription.

AccessConceptShare class

A class of fund shares with its own eligibility, fees, minimums, or channel rules.

Shared module: FeesConceptServicing fee

A distribution or shareholder-servicing charge often tied to retail share classes.

Shared module: Fees

Related modules

FeesFees: What You Actually Pay in Semi-Liquid Alternative FundsAccessAccess and Distribution: How to Actually Get Into These FundsPerformanceBenchmarking and Performance: How to Read Alternative Fund Returns

Related tools

LiveShare Class Cost ComparatorLiveFiling Trail Decoder

Related wrappers

This term applies across wrappers or does not belong to a single wrapper row.

Advisor outputs

Leave with language and diligence prompts.

Prospectus checksCheck the selected class before comparing performance

Confirm share class, management fee, incentive economics, servicing fees, loads, platform costs, and whether the return series is net of the same economics.

Product review
Client-safe summary

An upfront load reduces the amount of client capital invested before fund performance begins.

What to check

Confirm the load, breakpoint or waiver language, selected share class, platform channel, and whether returns assume full capital invested.

Advisor phrasing

A lower minimum or transaction channel can come with an immediate cost that must be shown before comparing net return.

Concept graph

Neighboring terms to inspect next.

AccessShare classShared module: Fees / Shared module: AccessFeeServicing feeShared module: Fees / Shared module: AccessFeeFee dragShared module: Fees / Shared module: PerformanceFilingSource documentShared tool: Share Class Cost Comparator / Shared tool: Filing Trail DecoderMetricNet asset valueShared module: Performance / Shared tool: Filing Trail DecoderFeeManagement feeShared module: Fees / Shared module: Performance